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NWLI

National Western Life Group, Inc. Class A

Delisted

NWLI was delisted on the 8th of July, 2024.

96 hedge funds and large institutions have $599M invested in National Western Life Group, Inc. Class A in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $528M → $599M (+$71M)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9896 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
32
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$164K -$21.7K -112 -12%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$155K -$471K -2,428 -76%
MLICM
78
Metropolitan Life Insurance Company (MetLife)
New York
$153K
Acadian Asset Management
79
Acadian Asset Management
Massachusetts
$147K -$793K -4,086 -85%
SG Americas Securities
80
SG Americas Securities
New York
$130K +$123K +632 New
Citigroup
81
Citigroup
New York
$107K +$71.6K +369 +248%
Legal & General Group
82
Legal & General Group
United Kingdom
$105K
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$96K +$54K +278 +152%
GWM
84
Geneos Wealth Management
Colorado
$77K
AIP
85
Ameritas Investment Partners
Nebraska
$40K
Canada Life
86
Canada Life
Manitoba, Canada
$33K
CI
87
CX Institutional
Indiana
$31K
Osaic Holdings
88
Osaic Holdings
Arizona
$26K -$7.76K -40 -24%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$22K
Barrow, Hanley, Mewhinney & Strauss
90
Barrow, Hanley, Mewhinney & Strauss
Texas
$19K -$27.9K -144 -62%
US Bancorp
91
US Bancorp
Minnesota
$18K -$60.9K -314 -78%
LJHT
92
Laurie J. Hall Trustee
$15K
POIA
93
Pin Oak Investment Advisors
Texas
$8K
Macquarie Group
94
Macquarie Group
Australia
$6K
ASN
95
Advisory Services Network
Georgia
$1K
AIG
96
American International Group
New York
$308 -$8.15K -42 -3%
First Trust Advisors
97
First Trust Advisors
Illinois
-$1.2M -6,562 Closed
SFI
98
Susquehanna Fundamental Investments
Pennsylvania
-$530K -2,900 Closed
WS
99
Wedbush Securities
California
-$309K -1,690 Closed
BPM
100
Bowling Portfolio Management
Ohio
-$220K -1,203 Closed

NWLI Hedge Fund Activity: Q4 2020 in Review

96 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in National Western Life Group, Inc. Class A (NWLI) for Q4 2020, worth a combined $599M — up 13% from $528M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NWLI and 8 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 32 added.

The largest buyer was Brandes Investment Partners, adding an estimated $3.33M. The largest seller was Shufro Rose & Co, cutting an estimated $4.94M.

  • 96 institutional investors held National Western Life Group, Inc. Class A (NWLI) as of Q4 2020, down from 98 in Q3 2020.
  • Funds reported $599M of National Western Life Group, Inc. Class A stock for Q4 2020, up 13% quarter-over-quarter.
  • 8 funds opened new National Western Life Group, Inc. Class A positions in Q4 2020 and 10 closed out, a net change of -2 holders.
  • The largest National Western Life Group, Inc. Class A buyer in Q4 2020 was Brandes Investment Partners, an estimated $3.33M added.
  • The largest National Western Life Group, Inc. Class A seller in Q4 2020 was Shufro Rose & Co, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2020.